Physicians 401(K) Solutions — Form 5500 plan (Ortho Benefits Corp)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Physicians 401(K) Solutions is a benefit plan reported by Ortho Benefits Corp under EIN 47-1797746 and plan number 002. The latest loaded filing year is 2023. The filing reports 277 participants and $11,630,147 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ortho Benefits Corp
- EIN
- 47-1797746
- Plan number
- 002
- Plan type
- 3
- Location
- Palm Beach Gardens, FL
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $11,630,147
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20250501184056NAL0005216160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,630,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,630,147
- Net assets (BOY)
- $12,241,753
Income & contributions
- Employer contributions
- $441,519
- Participant contributions
- $998,827
- Total contributions
- $1,643,708
- Total income / additions
- $3,565,144
Expenses & distributions
- Benefits paid
- $2,286,234
- Administrative expenses
- $93,219
- Total expenses
- $2,379,453
- Net increase / (decrease)
- $1,185,691
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $72,882 | $0 | 2023 |
| Creative Planning LLC | INVESTMENT ADVISORY | $6,128 | not reported in the loaded dataset | 2023 |
| The Rosenbaum Law Firm P.C. | PLAN ADMINISTRATOR | $3,676 | not reported in the loaded dataset | 2023 |
| Ej Reynolds, Inc. | TPA | $1,450 | $0 | 2023 |
| Gwn Securities Inc | OTHER SERVICES | $735 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ortho Benefits Corp
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Palm Beach Gardens, FL
- Transamerica Financial Life Insuran — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- The Rosenbaum Law Firm P.C. — Schedule C compensation
- Ej Reynolds, Inc. — Schedule C compensation
- Gwn Securities Inc — Schedule C compensation